Carson Advisory Inc.'s ownership history for JEPI

Carson Advisory Inc. currently holds 5.2K shares with a market value of $299.7K. It started holding JEPI on 2024-09-30. At its peak, it held 5.2K shares on 2025-09-30. Its highest holding value was $299.7K on 2025-09-30. At its lowest, it held 4.2K shares on 2024-09-30, with a value of $247.9K on 2024-12-31. In the recent 180 days, Carson Advisory Inc. has increased its shares by 883. In the recent year, Carson Advisory Inc. has increased its shares by 1.0K.